Banking Advisor

Banking Advisor

Join to apply for the Banking Advisor role at Greenfield Savings Bank
.

Location:

Shelburne, MA.

Pay:
Based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range.

• Provide unparalleled customer service during each interaction through a high level of professionalism both in person and on the phone.
• Partner with other lines of business to make quality customer referrals.
• Contribute to building a positive team environment.
• Ensure compliance and understanding of the Bank’s policies, procedures, and legal guidelines, both new and existing.
• Assume responsibility for self‑improvement through training courses (internal and external) as well as personal curiosity and inquisitiveness.
• Work with management to bring in new business through relationship‑based selling to achieve personal sales goals.
• Process routine transactions such as deposits, withdrawals, payments, and issuing official items behind the teller line as required by branch needs.
• Process all routine customer requests, including wires, fraud, debit cards, research, and new accounts (consumer and small business: checking, savings, certificates of deposit, and money markets).
• Meet individual sales and service goals.
• Advise customers on how our products and services can meet their financial needs.
• Take additional responsibility, as needed by the office, assigned by manager.

• Internal candidates must be a Teller 2 with Meets Expectations on previous performance review.
• Minimum of 1+ year(s) experience in a sales environment with a solid track record (including cross‑selling).
• Minimum of 1+ year(s) banking or financial services experience.
• Minimum of 1+ year(s) cash‑handling position that involved customer service.
• Excellent interpersonal and communication (written and oral) skills.

• Entry level

• Full‑time

• Finance and Sales

• Banking